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Wealth Management Marketing Intern

Remote: 
Full Remote
Contract: 
Internships
Experience: 
Entry-level / graduate
Work from: 
United States

Offer summary

Qualifications:

Current enrollment in an undergraduate business program, Strong proficiency with LinkedIn, Interest in wealth management, Exceptional communication skills.

Key responsabilities:

  • Conduct online lead generation in nonprofit sector
  • Assist in content creation and scheduling for social media
  • Perform market research on nonprofit trends
  • Provide administrative support and report performance
Farther logo
Farther Fintech: Finance + Technology Scaleup https://farther.com/
51 - 200 Employees
About Farther
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. For details on our disclosures, please reference the document linked on our website footer (farther.com).
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Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role 

We're seeking an ambitious Marketing Intern to drive our expansion into the nonprofit endowment and foundation sector. This role offers current undergraduate business students hands-on experience in wealth management marketing, lead generation, and client engagement.

Your Impact 
  • Online Lead Generation:
    • Use platforms like LinkedIn and other professional networking tools to identify and engage with potential clients in the nonprofit sector.
    • Research and compile a database of nonprofit endowment prospects, including contact information and relevant organizational details.
  • Content Creation and Engagement:
    • Assist in creating and scheduling posts on social media platforms to enhance our online presence.
    • Develop personalized outreach messages to connect with potential clients.
  • Market Research:
    • Analyze trends within the nonprofit endowment space to identify potential opportunities for engagement.
    • Monitor competitor activities and provide insights to inform marketing strategies.
  • Administrative Support:
    • Track and report on the performance of marketing campaigns.
The Ideal Match 
  • Current enrollment in an undergraduate business program
  • Demonstrated interest in wealth management and financial services
  • Strong proficiency with LinkedIn and professional networking platforms
  • Exceptional written and verbal communication skills
  • Outstanding organizational abilities and attention to detail
Bonus Points
  • Experience with marketing analytics tools
  • Understanding of nonprofit sector dynamics
  • Previous internship experience in financial services or marketing
Why Join Us
  • Hands-on experience in a professional wealth management environment.
  • Mentorship and learning opportunities tailored to your career goals.
  • Flexible working hours to accommodate your academic schedule.
  • Work alongside some of the brightest minds in fintech
Ready to disrupt wealth management? Let's talk!

Required profile

Experience

Level of experience: Entry-level / graduate
Industry :
Fintech: Finance + Technology
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

MarketingLead GenerationWealth ManagementCustomer EngagementContent CreationMarket ResearchLinkedIn RecruiterSocial MediaMarketing AnalyticsFinancial ServicesNon-Profit Management

Other Skills

  • Organizational Skills
  • Detail Oriented
  • Communication
Are you interested?

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